Bruce
Henning

Cambridge Investment Research Advisors, Inc

CRD#1342392
Investment Advisor
in Charlotte, NC
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About this Advisor

Bruce Henning is a certified financial planner and chartered financial consultant in Charlotte, North Carolina. Currently a registered advisor with Cambridge Investment Research Advisors, Inc, Henning has 14 years of work experience as a financial advisor. Henning has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Henning is able to operate based out of North Carolina. The advisor has gained experience at Pacific Life, Nfp Securities, Inc, Cambridge Investment Research Advisors, Inc, Global Financial Private Capital, LLC, Ing Financial Partners, Inc, Professional Planning Group and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Charlotte, North Carolina, and has 1,728 additional brick-and-mortar locations in the country. As an advisory firm, Cambridge Investment Research Advisors, Inc oversees $40 billion in assets across 225,374 client accounts and employs more than 2,672 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 196,087 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cambridge Investment Research Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

11430 N Community House Ste 260
Charlotte, NC 28277

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

NC Average: $9,259,360,772
Total Number of Employees

2,857

NC Average: 166
Total Number of Accounts

276,236

NC Average: 7,189
Average Account Size

$160,469

NC Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Bruce Henning Work History

Bruce has 14 years of experience.

2014 - Present (5 years)

Cambridge Investment Research Advisors, Inc

2014 - Present (5 years)

Cambridge Investment Research, Inc

2011 - Present (8 years)

Professional Planning Group

2006 - Present (13 years)

Pacific Life

2011 - 2014 (3 years)

Ing Financial Partners, Inc

2010 - 2011 (1 year)

Global Financial Private Capital, LLC

2008 - 2010 (2 years)

Nfp Securities, Inc

Disclosures

Bruce Henning has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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